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Disruptive

Late-stage technology investor deploying concentrated primary, secondary and structured capital deal-by-deal.
VC Growth 📍 Dallas, TX Founded 2012
AUM
$3.1B
as of 2025-Q4
SMALL
Disruptive (Disruptive Technology Advisers LLC) was founded in 2012 by Alex Davis and is headquartered in Dallas, Texas. It backs a small number of late-stage private technology companies each year through primary, secondary and structured transactions, raising capital deal-by-deal from sovereign wealth funds, family offices and hedge funds rather than blind-pool funds. Focus areas are AI infrastructure, defense technology and mission-critical enterprise software; it led Groq's $750M round in September 2025.

Firm Profile

Firm Type
VC
Subtype
Growth
Founded
2012
HQ
Dallas, TX
Country
USA

Notable Partners

Alex DavisPhillip Caputo

Portfolio Companies (8)

groqPalantir PLTRAirbnb ABNBSpotify SPOTshield aidatabricksstripereflection ai

Investment Focus

Stages
Growth · Late-stage
Sectors
AI · Defense · Enterprise · Deep Tech
VCGrowthSJ Top 100
Investor data reflects publicly disclosed AUM, fund sizes, and portfolio holdings as of 2025-Q4. Refreshed periodically.